Manage and share your important appointments with your team. Trigger reminders on your smartphone.
Keep them in memory by associating them with your deals, contacts or the companies you follow.
Save your notes on your smartphone or tablet and find them instantly in your CRM.
Share them with your teams and save in a single place all the data that can be used later.
Tasks & Reminders
Manage your tasks, share them or assign them. Set automatic reminders.
Enter them or synchronize them with Outlook, you are free at any time.
Record all important documents of your deals: NDA, Term Sheet, BP, Executive Summary, etc.
Link these documents with the companies you track, or keep them in a specific directory.
Measure, assess and analyze performance indicators that are of interest for you.
In DealFabric CRM you will benefit from as many customized analytical dashboards as you want.
DealFabric offers you a truly advanced search on all the information that is important to your business.
Keywords or predefined filters help you finding the needle in the haystack as a child’s play …